Report
Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 14/01/2020

Imerys a décidé de s’appuyer sur le tandem Patrick Kron / Alessandro Dazza pour reconquérir le cœur perdu des investisseurs et redevenir la pépite des minéraux industriels d’antan. La résolution des litiges Talc aux Etats-Unis courant S1 2020 devrait constituer une première étape importante symbolique dans le redressement boursier du titre. Le groupe se retrouve confronté au dilemme de l’arbitrage entre part de marché et pricing power. GBL, l’actionnaire majoritaire, dispose de plusie...
Underlying
Dialog Semiconductor plc

Dialog Semiconductor is engaged in creating and marketing mixed signal integrated circuits for personal, portable, hand-held devices, low energy short-range wireless, LED solid-state lighting and automotive applications. Co. has four segments: Mobile Systems, which includes its power management and audio chips for the wireless systems markets; Automotive and Industrial, which markets products that address the safety, management and control of electronic systems in cars and for industrial applications; Connectivity, with activities that include short-range wireless, digital cordless, Bluetooth and VoIP technology; and Power Conversion, which includes its AC/DC converter solutions.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stephane Houri

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